Max El-Sokkary
Analyst-Equity chez Zevin Asset Management LLC
Profil
Mr. Maged M.
El-Sokkary, CFA MBA, is a Senior Equity Analyst at Zevin Asset Management LLC.
He analyzes the financial statements and competitive positioning of public companies in his role as an equity analyst.
As a member of the investment team, he performs fundamental equity research across multiple global sectors to support investment decisions for client portfolios.
He is especially excited to use his expertise to make an impact that goes beyond investment returns.
Prior to joining Zevin Asset Management, he was a Global and Emerging Market Equity Analyst and Associate Portfolio Manager at Westwood International Advisors in Toronto, Canada.
Before that, he led financial and decision-making analysis in support of strategic initiatives and corporate development projects at BMO Financial Group.
He started his career working as a project engineer in the energy industry at ENI S.P.A in charge of feasibility studies for development of oil & gas fields.
He holds an MBA from McGill University, a Masters in Energy & Environmental Economics from ENI Corporate University in Milan, Italy, and a BS in Mechanical Engineering from the American University in Cairo.
He is a CFA charter holder.
Postes actifs de Max El-Sokkary
| Sociétés | Poste | Début |
|---|---|---|
Zevin Asset Management LLC
 Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Analyst-Equity | 01/01/2021 |
Anciens postes connus de Max El-Sokkary
| Sociétés | Poste | Fin |
|---|---|---|
Westwood International Advisors, Inc.
 Westwood International Advisors, Inc. Investment ManagersFinance Westwood International Advisors, Inc. (Westwood) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 and is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides investment solutions to individual and institutional clients. | Analyst-Equity | 01/01/2020 |
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Corporate Officer/Principal | 31/03/2012 |
Formation de Max El-Sokkary
| McGill University | Masters Business Admin |
| The American University in Cairo | Undergraduate Degree |
| ENI Corporate University SpA | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Finance |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance BMO Financial Group, Inc. provides wealth management and other financial services. It is a diversified financial services provider which offer clients a broad range of personal, commercial, corporate and institutional financial services across Canada and in the United States through BMO Bank of Montreal, BMO Nesbitt Burns, BMO Capital Markets and Chicago-based subsidiary, Harris Bank. BMO Financial Group is located in Toronto, Canada | Finance |
Westwood International Advisors, Inc.
Westwood International Advisors, Inc. Investment ManagersFinance Westwood International Advisors, Inc. (Westwood) is an investment management firm headquartered in Toronto, Ontario. The firm was founded in 2012 and is a subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides investment solutions to individual and institutional clients. | Finance |
